Every material Form 8-K United Natural Foods filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
United Natural Foods reported fourth-quarter fiscal 2026 net income of $35 million, compared with a net loss of $87 million a year earlier, while net sales fell 0.7% to $7.6 billion. The company also gave fiscal 2027 guidance and, on September 3, 2026, authorized a new share repurchase program of up to $200 million, which replaces the September 2022 program.
Q4 fiscal 2026 net income of $35 million ($0.57 diluted EPS) vs. a net loss of $87 million a year earlier; Adjusted EBITDA rose 48.3% to $172 million.
Full-year fiscal 2026 net sales fell 2.0% to $31.2 billion; net income was $84 million vs. a net loss of $118 million in fiscal 2025.
Fiscal 2027 guidance: net sales $31.2-$31.8 billion, net income $105-$145 million, Adjusted EPS $3.00-$3.50, Adjusted EBITDA $730-$780 million.
Board authorized up to $200 million in share repurchases on September 3, 2026; the program has no fixed expiration date.
United Natural Foods named Alfredo Luchini, formerly a Carrier Climate Solutions Americas CFO, as Chief Financial Officer effective August 10, 2026, and promoted President and CFO Matteo Tarditi to President and Chief Operating Officer effective August 3, 2026. Mark Bushway, President of Natural, Organic, Specialty & Fresh Products and Chief Supply Chain Officer, will leave the company on January 1, 2027, and the filing contains no financial results.
Alfredo Luchini, 42, becomes CFO effective August 10, 2026, with an $800,000 base salary, a bonus target of 100% of salary, a $2,000,000 targeted annual equity award, a $1,500,000 sign-on RSU award and a $150,000 cash sign-on bonus.
Matteo Tarditi becomes President and Chief Operating Officer effective August 3, 2026, with base salary rising from $848,000 to $890,000.
Louis Martin becomes Chief Commercial Officer effective August 3, 2026.
Mark Bushway will serve as Chief Supply Chain Officer until he leaves the company on January 1, 2027.
On June 18, 2026, United Natural Foods and its co-borrowers entered Amendment No. 5 to their Term Loan Agreement with JPMorgan Chase Bank, N.A. as administrative agent. The amendment reduces the margin over SOFR on the approximately $371 million outstanding term loan from 4.75% to 4.00%, and all other material terms are unchanged. The change lowers the spread on the company's secured term debt, though the filing does not quantify any effect on interest expense.
Amendment No. 5 to the Term Loan Agreement dated October 22, 2018 was entered on June 18, 2026
Applicable margin over SOFR reduced from 4.75% to 4.00% on approximately $371 million outstanding
JPMorgan Chase Bank, N.A. serves as administrative and collateral agent
Full amendment to be filed as an exhibit to the Form 10-K for the year ended August 1, 2026
UNFI reported third-quarter fiscal 2026 results for the 13 weeks ended May 2, 2026. Net sales fell 4.2% to $7.7 billion, which the company said included about 450 basis points of impact from optimization actions, while net income rose to $33 million from a $7 million loss a year earlier. The company reiterated its full-year fiscal 2026 outlook midpoints and narrowed the ranges, and reported net leverage of 2.5x.
Net sales decreased 4.2% to $7.7 billion, including about 450 basis points of impact from optimization actions
Net income of $33 million, or $0.52 per diluted share, versus a net loss of $7 million, or $0.12 per share, a year earlier
Adjusted EBITDA rose 16.6% to $183 million; free cash flow was $54 million versus $119 million
Fiscal 2026 outlook midpoints reiterated for net sales, net income, EPS, Adjusted EBITDA and Adjusted EPS, with ranges narrowed
Effective April 1, 2026, UNFI and certain subsidiaries entered an amended and restated loan agreement for a secured asset-based revolving credit facility of up to $2,400 million, which replaces the existing $2,600 million ABL facility dated June 3, 2022. The facility expires April 1, 2031, or earlier if the company's $500 million term loan or 6.750% senior notes due 2028 remain largely outstanding near their maturities, and it carries a fixed charge coverage test if availability falls below a set level. The filing describes the terms as a refinancing and amendment of existing borrowing capacity rather than a change in the size of the company's debt.
Total commitments of up to $2,400 million, including a $100 million Canadian dollar sublimit and a $130 million FILO tranche.
Replaces the $2,600 million ABL Credit Facility dated June 3, 2022; borrowers may request an increase of up to $750 million, with no assurance of funding.
Expires April 1, 2031, or earlier if the $500 million term loan or 6.750% senior notes due 2028 have more than $100 million outstanding 91 days before maturity.
Secured by a first-priority lien on receivables and inventory and guaranteed by most wholly owned subsidiaries.
UNFI reported second-quarter fiscal 2026 net income of $20 million, or $0.31 per diluted share, compared with a net loss of $3 million a year earlier, while net sales fell 2.6% to $7.9 billion. The company raised its full-year outlook for adjusted EPS, adjusted EBITDA and free cash flow, but lowered its net sales outlook, so shareholders get higher profit expectations alongside a smaller expected revenue base.
Net sales fell 2.6% to $7.9 billion, including a nearly 500 basis point impact from optimization actions
Net income was $20 million ($0.31 per diluted share) versus a $3 million loss ($0.05 per share) a year earlier; adjusted EBITDA rose 23.4% to $179 million
Fiscal 2026 outlook: adjusted EPS raised to $2.30-$2.70 from $1.50-$2.30; net sales lowered to $31.0-$31.4 billion from $31.6-$32.0 billion
Net leverage ratio declined to 2.7x; the company repurchased 742,622 shares for approximately $25 million
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every United Natural Foods filing is on SEC EDGAR ↗. 8-K briefs of other companies →